Scheduled CNA classes. Start/end dates, daily class times, and which days the class meets.
Class
Location
Dates
Daily time
Days
Seats
Status
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IV Classes
Scheduled IV certification classes. Start/end dates, daily class times, and which days the class meets.
Class
Location
Dates
Daily time
Days
Seats
Status
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Inquiries
Onsite / group training quote requests submitted via the inquiry form.
Received
Name / company
Contact
Courses
Headcount
Status
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Booking Failures
Customers who hit the "course is not offered at this location" error. Lets you see exactly which variant the matcher couldn't find.
When
Course
Location
Customer
Product handle
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Inventory
Equipment and electronics across the three offices. Use the QR sticker on each item to check things in and out.
Asset
Category
Qty
Out
Manufacturer
Model
Location
Serial #
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Employees
Staff profiles, documents, scheduling, payroll. Locked to your Backend gate — only you can see this tab.
Employee
Title
Location
Status
Type
Start
Cert status
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Schedule
Employee shifts, CNA/IV classes, unavailability and events. Conflicts are blocked at save time.
ShiftClassUnavailableEvent
Quotes
On-site / private group training quotes. When you mark a quote Accepted it auto-creates a class on the calendar so instructors can be assigned.
Company
Service
Date
Students
Amount
Status
Sent
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Elks event registrations
Florida Elks Convention attendees who submitted the certificate form.
Received
Name
Lodge #
Member #
Email
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Background Checks — ORI numbers
Agencies and their ORI numbers, each mapped to a Shopify variant for pricing. Customers pick an agency, then their ORI.
Agency
Label
ORI #
Price
Variant ID
Status
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Certification renewals
Students whose CPR cards we remind before they expire. Reminders go out automatically at ~90, ~30, and ~7 days before the expiry date (email and/or text). Only AHA CPR-family certs (BLS, ACLS, PALS, Heartsaver) are reminded.
Add certificationImport certifications from CSV
Header row required. Recognized columns (case-insensitive): firstName, lastName, email, phone, course, issueDate, expiresDate, channels. Dates as YYYY-MM-DD. If only issueDate is given, expiry = +2 years. Rows need a course, an email or phone, and a usable date.
Name
Course
Expires
Days left
Contact
Channels
Reminders sent
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Baseline tracker
Snapshot sales, SEO, and local metrics now (before the Oct 2026 fixes land in Google), then re-check at +30 and +90 days. Change is measured from Baseline. Saved to your account.
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Analytics
Live Shopify sales with targets & trends. Set your targets and website visits with the button on the right.
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